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Skills: Financial Sales, Relationship Management, Capital Markets Knowledge, Presentation Skills, Problem Solving
The role focuses on raising new assets from institutional investors in the Western US region through consultative sales. It involves collaborating with internal teams to develop client solutions and identify prospects across various asset classes.
Requirements
Candidates must have a bachelor's degree and at least 10 years of industry experience, including 5 years in direct institutional sales. A proven track record in asset management and the ability to explain complex public and private asset classes are required.
Full job description
Position Summary
The Sr. Institutional Sales Officer will be responsible for collaborating with various groups within TCW to raise new assets from institutional investors in a Western US regional territory. They will be responsible for systematically identifying and engaging with investors who are most likely to utilize TCW’s solutions across private credit, public fixed income and public equity. The successful candidate will have a proven track record of providing exceptional, highly consultative sales efforts. They should be self-motivated, strategic and entrepreneurial. Exceptional collaboration is expected.
Essential Duties
Secure new business directly from institutional prospects in close collaboration with Consultant Relations, Portfolio Specialist, and Product Services teams
Utilize consultative selling techniques to develop and manage meaningful relationships with institutional clients and prospects.
Actively develop client solutions, including providing input for new product ideas and business capabilities
Frequent business travel required
Required Qualifications
Bachelor’s Degree from an accredited college or university
A minimum of 10 years industry experience with a minimum of 5 years of direct institutional sales experience
Proven track record in asset management institutional business development
Proven ability to understand and explain a wide range of public and private asset classes, strategies and products
Demonstrated ability to build and maintain strong strategic relationships, including a seasoned list of existing relationships with significant institutional investors
Professional Skills Qualifications
Excellent written, verbal and presentation skills
Strong initiative and self-starter
Ability to work in an exceptionally collaborative team environment
Proven ability to raise assets in private credit and/or ABF is highly desired
Demonstrable ability to discuss complex public fixed income strategies is highly desired
Desired Qualifications
CFA, CAIA and/or MBA strongly preferred
Estimated Compensation:
Base Salary: For CA based position, the base salary range is $300k - $350k. This is an anticipated range only.
Other Compensation: Eligible to be considered for an annual discretionary bonus
Benefits: Eligible for TCW’s comprehensive benefits package.
TCW is a global asset manager with more than fifty years of experience across fixed income, equities, and alternatives. We invest with intention, applying a disciplined, value-driven approach and deep research across public and private markets to build high-conviction portfolios that deliver enduring results for clients worldwide.
For more information, please visit www.TCW.com.
TCW is an Affirmative Action Equal Opportunity Employer
Offices: 515 S Flower St, Los Angeles, California 90071, US · Office No. 11B, Level 13, The Gate Building, DIFC, Dubai, AE · 1251 Avenue of the Americas, New York, NY 10020, US · 200 Clarendon St, Boston, Massachusetts 02116, US · 500 W Madison St, Chicago, Illinois 60661, US
Investment Management and Asset ManagementFinanceAsset ManagementTrading PlatformFinTechFinancial Services
TCW is a global asset manager with more than fifty years of experience across fixed income, equities, and alternatives. We invest with intention, applying a disciplined, value-driven approach and deep research across public and private markets to build high-conviction portfolios that deliver enduring results for clients worldwide.
For more information, please visit www.TCW.com.
TCW is an Affirmative Action Equal Opportunity Employer
Offices: 515 S Flower St, Los Angeles, California 90071, US · Office No. 11B, Level 13, The Gate Building, DIFC, Dubai, AE · 1251 Avenue of the Americas, New York, NY 10020, US · 200 Clarendon St, Boston, Massachusetts 02116, US · 500 W Madison St, Chicago, Illinois 60661, US
Investment Management and Asset ManagementFinanceAsset ManagementTrading PlatformFinTechFinancial Services